Coastwise Capital Group, LLC is a high-end, award winning independent money management firm offering investment services and expertise to affluent individuals, families, and institutions. Coastwise offers customized portfolios which are carefully tailored to meet the current and evolving needs of each of our clients.
WHY COASTWISE?
The advisors at Coastwise have one goal in mind - to help you reach your long-term financial goals. Unlike larger firms, we are able to spend more time with each client to understand their needs and answer any questions along the way, keeping your mind at ease. Knowing that no two situations are the same, our customized approach allows us to adjust your portfolio at any given time to suit changes in your investment objectives or financial situation.
At Coastwise we have a simple percentage-based fee structure. We benefit when you benefit.
Please check out The Coastwise Advantage for more information
Customized Portfolio based on goals
No hidden fees
Direct access to your wealth manager
One size fits all approach
Confusing charges
Long queue times to talk with an advisor
MEET THE TEAM
SCOTT KYLE
CHIEF EXECUTIVE OFFICER
CHIEF INVESTMENT OFFICER
BRAD SAENZ
CHIEF OPERATIONS OFFICER
FINANCIAL ADVISOR
LAURIE ITKIN
FINANCIAL ADVISOR
PORTFOLIO MANAGER
CONTACT
COASTWISE
CAPITAL
OUR ADDRESS
For any general inquiries, please fill in the following contact form:
To get a FREE Portfolio Review click here.
